Managers of Wealth

Asset managers brace for hefty investment research bill

CFA report estimates median cost of equity research will be 10 basis points of AUM

RBC GAM: blockchain will prevent us being Uberised

Asset manager CEO Damon Williams stresses need to deliver ‘very good value’ for clients

On the right side of Indonesia’s transforming wealth market

Fifteen years ago, when banks like Citi were looking at various metrics for this business, productivity per banker was around 120 transactions per day.

Wealth Manager positions product offering in Asia

Explains the plan and potential they see in the market

Morgan Stanley’s Global Chief Insists World Economy More Stable Than Many Imagine

James Gorman Shares His Views On The Opening Up In China

Alternatives For Investors

The Financial Markets Have Performed Well In 2017 But The Coming Year Has All The Markers For A Volatile Economic Environment

Funds masterclass to explore ‘second age of discovery’

This uncertainty means the UK will undoubtedly be looking further afield for future investment opportunities and will have to reassess its place in the world as a non-EU jurisdiction.

Netwealth, Hub24 growth a sign wealth management incumbents are struggling

The year to June 2018 is shaping up as another year of net outflows from the investment management division,

Everybody is outraged about offshore investment funds – because nobody understands what they are or what they do

The offshore investment fund does not change the tax position.

OPINION: Keeping Millennials, Generations X and Y, and Baby Boomers happy

There is a strong need for effective balance and convergence of their physical infrastructure with digital enablers such as the cloud, so as to retain a foothold legacy customers while accelerating their digital transformation strategies.

Who decided that keeping money in ‘paradise’ is a crime? We should all thank havens

Offshore tax accounts are, on balance, a very good thing. Here’s why

Bankers Continue to Sound the Bitcoin Alarm

A JP Morgan spokeswoman responded,”There is nothing more important to us than the safety and soundness of the global monetary system.”

deVere CEO demands ‘firm action’ from Sec. Mnuchin on fatally-flawed FATCA

The requirement for all banks around the world to provide detailed information to the IRS about American account holders outside the United States has resulted in banks refusing service to them.

The state of the deal: M&A trends 2018

The results of our fifth survey, The state of the deal: M&A trends 2018, point to strong deal activity ahead.

Advice the face of wealth management evolution

Advice has become so regulated that it has preserved the rich.

Global Wealth Report 2017 - RESEARCH

According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.

You're not rich until you have $100 million, say rich people

An analyst from U.S. Trust estimated the hypothetical couple would need to have a net worth of $190 million to sustain this lifestyle.

Markets Just Got Too Rich for Private Wealth Manager Cashing In

In Asia, the sell-off extended to a fourth day on Wednesday, after a regional gauge hit a decade high last week.

EMEA sub-advised fund industry sees 1.7 per cent growth in Q3

Liquid Alternative funds have seen 19.3 per cent YTD AuM growth.

Most Wealth Managers Are Not Knowledgeable When It Comes To Private Placement Life Insurance (PPLI)

PPLI And Private Placement Variable Annuities Can Be Very Powerful Ways For Affluent Individuals To Grow Their Wealth

Comment & Analysis